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Healthcare Realty

421 hedge funds and large institutions have $6.16B invested in Healthcare Realty in 2025 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 143 increasing their positions, 158 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

3% less capital invested

Capital invested by funds: $6.36B → $6.16B (-$197M)

9% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 158

1.54% less ownership

Funds ownership: 105.38%103.84% (-1.5%)

Holders
421
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.42M
Puts
$1.19M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
401
Hantz Financial Services
Michigan
$2K
HPC
402
HM Payson & Co
Maine
$1.69K
IRC
403
Investors Research Corp
Georgia
$1.64K
NEWAS
404
N.E.W. Advisory Services
Wisconsin
$1.33K
CIBC Private Wealth Group
405
CIBC Private Wealth Group
Georgia
$1.28K
CAL
406
Capital Advisors Ltd
Ohio
$1K
CPG
407
Cornerstone Planning Group
New Jersey
$912
S
408
Sachetta
Massachusetts
$862
PWA
409
Physician Wealth Advisors
Utah
$727
FMP
410
Financial Management Professionals
Texas
$693
PTC
411
Private Trust Company
Ohio
$575
TSMHT
412
Thurston Springer Miller Herd & Titak
Indiana
$574
HFS
413
Hughes Financial Services
Virginia
$508
TFM
414
TFC Financial Management
Massachusetts
$474
DF
415
Dunhill Financial
United Kingdom
$441
TWD
416
True Wealth Design
Ohio
$288
BGAI
417
Bruce G. Allen Investments
Colorado
$254
PWAM
418
Private Wealth Asset Management
Iowa
$220
MCM
419
MV Capital Management
Maryland
$136
MG
420
Mather Group
Illinois
$101
PWA
421
Principia Wealth Advisory
Texas
$16
RWS
422
Retirement Wealth Solutions
Wisconsin
$4
Norges Bank
423
Norges Bank
Norway
DG
424
DigitalBridge Group
Florida
UIC
425
Uniplan Investment Counsel
Wisconsin